Amplius Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$51.49 - $53.86 $51,490 - $53,860	-1,000 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$53.82 - $54.66 $53,820 - $54,660	1,000 New	1,000 $53,000

Others Institutions Holding IGSB

# of Institutions

961

Shares Held

311M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

23.4M
Shares

$1.22 Billion
0.23% of portfolio
Northern Trust Corp Chicago, IL

20.7M
Shares

$1.08 Billion
0.18% of portfolio
Japan Science & Technology Agency Tokyo, M0

15.4M
Shares

$803 Million
10.96% of portfolio
Matson Money. Inc.

13.3M
Shares

$693 Million
22.67% of portfolio
Black Rock Inc. New York, NY

12.2M
Shares

$634 Million
0.01% of portfolio

About ISHARES TRUST ISHARES 1-5 YEAR

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